U S GLOBAL INVESTORS INC — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
For fiscal year ended June 30, 2026, U.S. Global Investors (market cap ~$20.4M) reported net income of $3.1M ($0.24/share) versus prior-year net loss of $334K. Operating revenue grew 21% to $10.3M; average AUM increased 8% to $1.5B with period-end AUM up 26% to $1.7B. Advisory fees from gold/natural resources funds rose 128% ($2.2M) driven by higher AUM; the new WAR ETF (launched Dec 2024) grew to $41.3M assets. Company repurchased 733,848 shares for ~$2.0M and maintains monthly $0.0075/share dividend; cash position $24.3M with $35.7M net working capital.
Why this rating
Turnaround from loss to $3.1M profit (15% of market cap) plus 26% AUM growth and 128% advisory fee surge materially improve trajectory for micro-cap firm; WAR ETF traction notable but early-stage.
Tradability signal
NO TRADE
No trade: only ~$0k traded in the last 30 min — too illiquid to enter and exit.
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $3.30 ▲ 0.92% | at our read · unknown $3.27 | +10 min · unknown $3.27 ▲ 0.00% | +30 min · unknown $3.27 ▲ 0.00% | +1 hr · unknown $3.27 ▲ 0.00% | +4 hrs pending |
The stock had already moved -0.91% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; sessions other than regular hours are labeled. Not investment advice. How accurate are our calls? →
See more from September 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.